AWM
MRK icon

Atticus Wealth Management’s Merck MRK Stock Holding History

Atticus Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Buy
5,756
+56
+1% +$6.55K 0.18% 82
2026
Q1 		$686K Buy
5,700
+27
+0.5% +$3.12K 0.19% 88
2025
Q4 		$597K Buy
5,673
+26
+0.5% +$2.44K 0.15% 98
2025
Q3 		$474K Sell
5,647
-493
-8% -$40.6K 0.12% 111
2025
Q2 		$486K Buy
6,140
+2,097
+52% +$167K 0.13% 90
2025
Q1 		$363K Buy
4,043
+6
+0.1% +$560 0.12% 86
2024
Q4 		$402K Sell
4,037
-4
-0.1% -$412 0.12% 78
2024
Q3 		$459K Sell
4,041
-58
-1% -$6.89K 0.15% 74
2024
Q2 		$507K Sell
4,099
-138
-3% -$17.8K 0.17% 65
2024
Q1 		$559K Sell
4,237
-561
-12% -$69.1K 0.18% 66
2023
Q4 		$523K Sell
4,798
-174
-3% -$18.1K 0.18% 66
2023
Q3 		$512K Sell
4,972
-28
-0.6% -$3.02K 0.2% 69
2023
Q2 		$577K Sell
5,000
-168
-3% -$19.1K 0.21% 65
2023
Q1 		$550K Sell
5,168
-6,190
-54% -$668K 0.21% 72
2022
Q4 		$1.26M Sell
11,358
-229
-2% -$23.4K 0.52% 34
2022
Q3 		$1.06M Hold
11,587
– – 0.51% 37
2022
Q2 		$1.06M Sell
11,587
-175
-1% -$15.5K 0.44% 49
2022
Q1 		$965K Buy
11,762
+45
+0.4% +$3.55K 0.35% 54
2021
Q4 		$898K Buy
11,717
+7,295
+165% +$581K 0.35% 46
2021
Q3 		$332K Sell
4,422
-3,479
-44% -$265K 0.15% 80
2021
Q2 		$614K Sell
7,901
-1,635
-17% -$122K 0.27% 55
2021
Q1 		$701K Sell
9,536
-6,056
-39% -$447K 0.33% 50
2020
Q4 		$1.22M Buy
15,592
+15
+0.1% +$1.15K 0.61% 35
2020
Q3 		$1.23M Sell
15,577
-1,178
-7% -$92.3K 0.74% 32
2020
Q2 		$1.24M Sell
16,755
-182
-1% -$13.7K 0.82% 29
2020
Q1 		$1.24M Sell
16,937
-1,024
-6% -$80.5K 1% 25
2019
Q4 		$1.56M Buy
+17,961
New +$1.48M 0.99% 29

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atticus Wealth Management's MRK Position: Q2 2026 in Review

Atticus Wealth Management increased its Merck (MRK) stake by 0.98% in Q2 2026, buying an estimated $6.55K and bringing the position to 5,756 shares worth $740K. The position accounts for 0.18% of the portfolio, ranked #82.

Atticus Wealth Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.56M in Q4 2019. 1,552 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Atticus Wealth Management held 5,756 shares of Merck worth $740K as of Q2 2026.
  • Atticus Wealth Management bought 56 Merck shares in Q2 2026, an estimated $6.55K.
  • Merck made up 0.18% of Atticus Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Atticus Wealth Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Merck position peaked at $1.56M in Q4 2019.
  • 1,552 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.